FIRST TR EXCHANGE-TRADED FD's ticker is SDVY and the CUSIP is 33741X102. A total of 88 filers reported holding FIRST TR EXCHANGE-TRADED FD in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,964,584 | -0.9% | 175,862 | -0.6% | 0.05% | -2.0% |
| Q2 2023 | $5,010,700 | -32.6% | 176,994 | -36.5% | 0.05% | -38.3% |
| Q1 2023 | $7,428,812 | +50.5% | 278,747 | +47.1% | 0.08% | +84.1% |
| Q4 2022 | $4,937,230 | -99.9% | 189,529 | -68.0% | 0.04% | -39.7% |
| Q3 2022 | $6,859,853,000 | +98178.7% | 592,578 | +102.7% | 0.07% | +1.4% |
| Q2 2022 | $6,980,000 | -42.6% | 292,294 | -33.0% | 0.07% | -43.3% |
| Q1 2022 | $12,164,000 | +82.2% | 436,439 | +98.2% | 0.13% | +86.8% |
| Q4 2021 | $6,675,000 | +46.9% | 220,253 | +37.1% | 0.07% | +51.1% |
| Q3 2021 | $4,543,000 | +304.5% | 160,693 | +316.2% | 0.04% | +246.2% |
| Q2 2021 | $1,123,000 | – | 38,610 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Ergawealth Advisors, Inc. | 259,769 | $7,333,279 | 5.06% |
| TrueWealth Advisors, LLC | 298,560 | $8,428,350 | 3.56% |
| Kolinsky Wealth Management, LLC | 122,709 | $3,464,080 | 3.44% |
| Owen LaRue, LLC | 88,237 | $2,490,943 | 2.74% |
| FSB PREMIER WEALTH MANAGEMENT, INC. | 142,110 | $4,011,780 | 2.23% |
| SignalPoint Asset Management, LLC | 140,122 | $3,955,644 | 1.26% |
| TAP Consulting, LLC | 166,097 | $4,688,908 | 1.21% |
| PSI Advisors, LLC | 98,170 | $2,771,344 | 1.20% |
| Per Stirling Capital Management, LLC. | 197,827 | $5,584,642 | 1.16% |
| CHIRON CAPITAL MANAGEMENT, LLC | 46,505 | $1,312,836 | 1.13% |